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Smith Salley Wealth Management’s Vodafone VOD Stock Holding History

Smith Salley Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,756
Closed -$185K – 237
2023
Q1 		$185K Hold
16,756
– – 0.01% 222
2022
Q4 		$170K Sell
16,756
-486
-3% -$5.46K 0.01% 216
2022
Q3 		$195K Hold
17,242
– – 0.02% 207
2022
Q2 		$269K Buy
+17,242
New +$275K 0.02% 194
2018
Q4 		– Sell
-381,150
Closed -$8.27M – 190
2018
Q3 		$8.27M Sell
381,150
-7,453
-2% -$173K 1.31% 26
2018
Q2 		$9.45M Buy
388,603
+8,921
+2% +$243K 1.62% 20
2018
Q1 		$10.6M Buy
379,682
+2,381
+0.6% +$70.9K 1.89% 10
2017
Q4 		$12M Buy
377,301
+6,966
+2% +$209K 2.16% 8
2017
Q3 		$10.5M Buy
370,335
+3,575
+1% +$103K 2.02% 8
2017
Q2 		$10.5M Buy
366,760
+16,814
+5% +$468K 2.12% 5
2017
Q1 		$9.25M Buy
349,946
+256,572
+275% +$6.57M 1.9% 10
2016
Q4 		$2.28M Sell
93,374
-5,215
-5% -$137K 0.47% 72
2016
Q3 		$2.87M Buy
98,589
+10,532
+12% +$321K 0.64% 61
2016
Q2 		$2.72M Buy
88,057
+15,439
+21% +$501K 0.63% 57
2016
Q1 		$2.33M Buy
72,618
+2,425
+3% +$75.5K 0.58% 58
2015
Q4 		$2.26M Sell
70,193
-8,203
-10% -$268K 0.56% 59
2015
Q3 		$2.49M Buy
78,396
+423
+0.5% +$15K 0.67% 47
2015
Q2 		$2.84M Buy
77,973
+4,362
+6% +$157K 0.72% 47
2015
Q1 		$2.4M Buy
73,611
+6,830
+10% +$235K 0.61% 54
2014
Q4 		$2.28M Buy
66,781
+35,315
+112% +$1.19M 0.59% 52
2014
Q3 		$1.03M Buy
31,466
+4,328
+16% +$144K 0.27% 104
2014
Q2 		$906K Sell
27,138
-32,465
-54% -$1.15M 0.24% 106
2014
Q1 		$2.19M Sell
59,603
-41,092
-41% -$1.58M 1.37% 29
2013
Q4 		$4.04M Buy
100,695
+6,248
+7% +$235K 2.63% 5
2013
Q3 		$3.39M Buy
94,447
+4,953
+6% +$157K 2.73% 8
2013
Q2 		$2.62M Buy
+89,494
New +$2.67M 2.11% 20

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Smith Salley Wealth Management's VOD Position: Q2 2023 in Review

Smith Salley Wealth Management sold out of Vodafone (VOD) in Q2 2023, closing a stake of 16,756 shares — an estimated $185K sold.

Smith Salley Wealth Management first reported a position in VOD in Q2 2013 and held it in 26 quarters. The position peaked at $12M in Q4 2017. 514 funds tracked by Wall St. Rank hold VOD as of Q2 2023.

  • Smith Salley Wealth Management reported no remaining Vodafone position as of Q2 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 16,756 Vodafone shares in Q2 2023, an estimated $185K.
  • Smith Salley Wealth Management first reported a position in Vodafone in Q2 2013 and held it in 26 quarters.
  • Smith Salley Wealth Management's Vodafone position peaked at $12M in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Vodafone as of Q2 2023.

Based on Smith Salley Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.